金吾财讯 | 中信证券表示，L4级别自动驾驶在多个场景中呈现积极变化：1）Robotaxi：受益于运营区域拓展与车辆投放，头部公司的Robotaxi周订单已提升至今年5月初的25万单（同比+400%），商业化加速；特斯拉则计划于今年6月在奥斯汀开启Robotaxi运营，有望引领行业内的技术变革；2）Robovan：头部公司正在快递业兑现降本增效能力，加速订单获取与产品交付；3）Robotruck：无人化需求最为明确的落地场景，自动驾驶作业效率逐步逼近人效，带动产品应用。该机构认为，在上述趋势下，产业链各环节料将加快技术研发和产品投放，汽车智能化产业链有望受益。
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